Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,306,987
+$817,055 QoQ
Shares Held
40,065
+12.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#507
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IHT Wealth Management, LLC holds $6,107,360 across 4 Integrated Freight & Logistics names. UPS ranks #1 (70.5% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,306,987 | 40,065 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,489,932 | 35,474 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,654,225 | 26,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $921,085 | 11,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,229,953 | 12,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,363,876 | 12,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,527,071 | 12,110 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,150,081 | 15,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,599,092 | 11,685 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,822,203 | 12,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,888,332 | 12,010 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,744,964 | 11,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,806,840 | 10,080 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,849,500 | 9,534 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,630,445 | 9,379 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,391,828 | 8,616 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $734,906 | 4,026 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $948,985 | 4,425 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $925,520 | 4,318 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $739,690 | 4,062 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,296,277 | 6,233 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $976,932 | 5,747 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $937,988 | 5,570 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,052,934 | 6,319 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $589,476 | 5,302 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $763,054 | 8,168 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||